duffyduck
a4895374b9
Modal ist für Mails AN den Anbieter gedacht – interne CRM-Nummern interessieren dort niemanden. - formatCustomerBlock: customer.customerNumber (intern) raus, stattdessen contract.customerNumberAtProvider rein. - formatContractBlock: interne contractNumber raus, restliche Anbieter-/Vertriebsplattform-Nummern bleiben. - Previews ziehen ebenfalls auf customerNumberAtProvider / contractNumberAtProvider um, mit Hinweis-Text wenn keine Anbieter-Nummer hinterlegt ist. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
614 lines
22 KiB
TypeScript
614 lines
22 KiB
TypeScript
import { useEffect, useMemo, useState } from 'react';
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import { useQuery } from '@tanstack/react-query';
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import { Loader2 } from 'lucide-react';
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import toast from 'react-hot-toast';
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import Modal from '../ui/Modal';
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import Button from '../ui/Button';
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import { contractApi, EmailAttachment } from '../../services/api';
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import { formatDate } from '../../utils/dateFormat';
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import {
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bankCardAttachmentName,
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identityDocAttachmentName,
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serverFileToAttachment,
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totalAttachmentBytes,
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} from './composeAttachmentHelpers';
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import type { Contract, Address, BankCard, IdentityDocument } from '../../types';
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interface Props {
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isOpen: boolean;
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onClose: () => void;
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contractId: number;
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/**
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* E-Mail-Adresse des Postfachs, von dem die Mail abgeschickt wird.
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* Wird in der "Anrede & Name"-Section als Alternative zur Stammdaten-
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* E-Mail angeboten – User-Wunsch 2026-06-21: bei Kundendaten wählen,
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* ob die Customer-Email oder die Stressfrei-Wechseln-Absender-Adresse
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* eingefügt wird.
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*/
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senderEmail: string;
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currentBody: string;
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currentAttachments: EmailAttachment[];
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onResult: (newBody: string, addedAttachments: EmailAttachment[]) => void;
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}
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type EmailChoice = 'master' | 'sender' | 'none';
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const MAX_TOTAL_SIZE = 25 * 1024 * 1024;
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type SectionKey =
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| 'customer'
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| 'deliveryAddress'
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| 'billingAddress'
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| 'contract';
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export default function InsertCustomerDataModal({
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isOpen,
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onClose,
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contractId,
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senderEmail,
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currentBody,
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currentAttachments,
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onResult,
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}: Props) {
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const { data, isLoading } = useQuery({
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queryKey: ['contract', contractId, 'for-insert-data'],
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queryFn: () => contractApi.getById(contractId),
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enabled: isOpen,
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});
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const contract = data?.data;
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const customer = contract?.customer;
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const deliveryAddress = contract?.address;
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// Rechnungsadresse nur eigenständig zeigen, wenn sie sich tatsächlich
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// von der Lieferadresse unterscheidet – sonst doppelt im Text.
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const billingAddress = useMemo(() => {
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if (!contract?.billingAddress) return undefined;
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if (!deliveryAddress) return contract.billingAddress;
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return contract.billingAddress.id !== deliveryAddress.id ? contract.billingAddress : undefined;
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}, [contract?.billingAddress, deliveryAddress]);
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const bankCard = contract?.bankCard;
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const identityDocument = contract?.identityDocument;
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// Sections die default-an sind: Anrede + Vertragsdaten. Anhang-/Text-
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// Schalter für Bank + Ausweis bleiben default-aus (User-Intent: bewusst
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// entscheiden, was vertraulich verschickt wird).
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const [checked, setChecked] = useState<Record<SectionKey, boolean>>({
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customer: true,
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deliveryAddress: true,
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billingAddress: false,
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contract: true,
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});
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// Bank: zwei unabhängige Schalter. Text fügt nur die letzten 4 IBAN-
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// Stellen ein (kein vollständiger IBAN-Versand per Mail = Default-Hygiene).
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const [insertBankText, setInsertBankText] = useState(false);
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const [attachBankPdf, setAttachBankPdf] = useState(false);
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// Ausweis: Text-Schalter fügt nur die Ausweisnummer ein, kein Geburtsdatum
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// / keine Ausstellungsdaten – falls der Empfänger nur die Nummer braucht.
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const [insertIdentityText, setInsertIdentityText] = useState(false);
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const [attachIdentityPdf, setAttachIdentityPdf] = useState(false);
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// Welche E-Mail-Adresse in der Customer-Section steht:
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// - 'master' = Stammdaten-E-Mail (customer.email)
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// - 'sender' = Postfach-Adresse, von der die Mail abgeht (Stressfrei)
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// - 'none' = E-Mail-Zeile weglassen
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const [emailChoice, setEmailChoice] = useState<EmailChoice>('master');
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const [busy, setBusy] = useState(false);
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// Bei jedem Öffnen sinnvoll vorbelegen (sonst bleiben "checked" stale
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// wenn das Modal mal mit anderen Daten wieder aufgeht).
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useEffect(() => {
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if (isOpen && contract) {
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setChecked({
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customer: !!customer,
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deliveryAddress: !!deliveryAddress,
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billingAddress: false, // nur wenn vorhanden, aber default aus
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contract: true,
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});
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setInsertBankText(false);
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setAttachBankPdf(false);
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setInsertIdentityText(false);
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setAttachIdentityPdf(false);
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// Default: Stammdaten-E-Mail wenn vorhanden, sonst Absender-Adresse.
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setEmailChoice(customer?.email ? 'master' : 'sender');
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}
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}, [isOpen, contract, customer, deliveryAddress]);
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const toggle = (key: SectionKey) => {
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setChecked((prev) => ({ ...prev, [key]: !prev[key] }));
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};
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const handleClose = () => {
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if (busy) return;
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onClose();
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};
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const handleConfirm = async () => {
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if (!contract) return;
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setBusy(true);
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try {
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const blocks: string[] = [];
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if (checked.customer && customer) {
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const chosenEmail =
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emailChoice === 'master'
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? customer.email || ''
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: emailChoice === 'sender'
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? senderEmail
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: '';
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blocks.push(formatCustomerBlock(customer, contract, chosenEmail));
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}
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if (checked.deliveryAddress && deliveryAddress) {
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blocks.push(formatAddressBlock('Lieferadresse', deliveryAddress));
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}
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if (checked.billingAddress && billingAddress) {
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blocks.push(formatAddressBlock('Rechnungsadresse', billingAddress));
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}
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if (checked.contract) {
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blocks.push(formatContractBlock(contract));
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}
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if (insertBankText && bankCard) {
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blocks.push(formatBankBlock(bankCard));
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}
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if (insertIdentityText && identityDocument) {
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blocks.push(formatIdentityBlock(identityDocument));
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}
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const textToInsert = blocks
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.filter((b) => b.trim().length > 0)
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.join('\n\n');
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// Anhänge sammeln
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const newAttachments: EmailAttachment[] = [];
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let runningSize = totalAttachmentBytes(currentAttachments);
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const tryAttach = async (
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documentPath: string | undefined,
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filename: string,
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): Promise<boolean> => {
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if (!documentPath) return false;
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try {
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const att = await serverFileToAttachment(documentPath, filename);
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const approxBytes = Math.ceil(att.content.length * 0.75);
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if (runningSize + approxBytes > MAX_TOTAL_SIZE) {
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toast.error(`"${filename}" gesprengt das 25-MB-Anhang-Limit.`);
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return false;
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}
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newAttachments.push(att);
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runningSize += approxBytes;
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return true;
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} catch (err: any) {
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toast.error(err?.message || `Fehler beim Anhängen von "${filename}"`);
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return false;
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}
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};
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if (attachBankPdf && bankCard?.documentPath) {
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await tryAttach(
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bankCard.documentPath,
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bankCardAttachmentName(bankCard.iban),
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);
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}
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if (attachIdentityPdf && identityDocument?.documentPath) {
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await tryAttach(
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identityDocument.documentPath,
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identityDocAttachmentName(
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identityDocument.type,
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identityDocument.documentNumber,
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),
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);
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}
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const separator = currentBody && !currentBody.endsWith('\n') ? '\n\n' : '';
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const newBody = textToInsert
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? currentBody + separator + textToInsert
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: currentBody;
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onResult(newBody, newAttachments);
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onClose();
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} finally {
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setBusy(false);
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}
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};
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const nothingSelected =
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!checked.customer &&
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!checked.deliveryAddress &&
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!checked.billingAddress &&
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!checked.contract &&
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!insertBankText &&
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!attachBankPdf &&
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!insertIdentityText &&
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!attachIdentityPdf;
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return (
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<Modal
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isOpen={isOpen}
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onClose={handleClose}
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title="Kundendaten einfügen"
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size="lg"
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>
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<div className="space-y-4">
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{isLoading || !contract ? (
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<div className="flex items-center justify-center py-8 text-gray-500">
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<Loader2 className="w-5 h-5 mr-2 animate-spin" />
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Daten werden geladen…
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</div>
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) : (
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<div className="space-y-3 max-h-96 overflow-y-auto">
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{customer && (
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<SectionRow
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title="Anrede & Name"
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checked={checked.customer}
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onToggle={() => toggle('customer')}
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preview={previewCustomer(customer, contract)}
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extra={
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checked.customer && (
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<div className="mt-2 ml-6 space-y-1">
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<div className="text-xs font-medium text-gray-600">
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E-Mail im Text:
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</div>
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<label className="flex items-center gap-2 text-xs text-gray-700 cursor-pointer">
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<input
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type="radio"
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name="emailChoice"
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checked={emailChoice === 'master'}
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onChange={() => setEmailChoice('master')}
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disabled={!customer.email}
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className="text-blue-600"
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/>
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<span>
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Stammdaten-E-Mail
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{customer.email ? (
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<span className="text-gray-400"> ({customer.email})</span>
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) : (
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<span className="text-gray-400"> (nicht hinterlegt)</span>
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)}
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</span>
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</label>
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<label className="flex items-center gap-2 text-xs text-gray-700 cursor-pointer">
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<input
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type="radio"
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name="emailChoice"
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checked={emailChoice === 'sender'}
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onChange={() => setEmailChoice('sender')}
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className="text-blue-600"
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/>
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<span>
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Absender-Adresse
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<span className="text-gray-400"> ({senderEmail})</span>
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</span>
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</label>
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<label className="flex items-center gap-2 text-xs text-gray-700 cursor-pointer">
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<input
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type="radio"
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name="emailChoice"
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checked={emailChoice === 'none'}
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onChange={() => setEmailChoice('none')}
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className="text-blue-600"
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/>
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<span>Keine E-Mail einfügen</span>
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</label>
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</div>
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)
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}
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/>
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)}
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{deliveryAddress && (
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<SectionRow
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title="Lieferadresse"
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checked={checked.deliveryAddress}
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onToggle={() => toggle('deliveryAddress')}
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preview={previewAddress(deliveryAddress)}
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/>
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)}
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{billingAddress && (
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<SectionRow
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title="Rechnungsadresse"
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checked={checked.billingAddress}
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onToggle={() => toggle('billingAddress')}
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preview={previewAddress(billingAddress)}
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/>
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)}
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<SectionRow
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title="Vertragsdaten"
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checked={checked.contract}
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onToggle={() => toggle('contract')}
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preview={previewContract(contract)}
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/>
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{bankCard && (
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<DualChoiceRow
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title="Bankverbindung"
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preview={previewBank(bankCard)}
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textChecked={insertBankText}
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onToggleText={() => setInsertBankText((v) => !v)}
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textLabel="Letzte 4 IBAN-Stellen einfügen"
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textDisabled={!lastFourIban(bankCard.iban)}
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pdfChecked={attachBankPdf}
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onTogglePdf={() => setAttachBankPdf((v) => !v)}
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pdfLabel="Bankkarte als PDF anhängen"
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pdfDisabled={!bankCard.documentPath}
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/>
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)}
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{identityDocument && (
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<DualChoiceRow
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title={identityTypeLabel(identityDocument.type)}
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preview={previewIdentity(identityDocument)}
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textChecked={insertIdentityText}
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onToggleText={() => setInsertIdentityText((v) => !v)}
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textLabel={`${identityTypeLabel(identityDocument.type)}-Nummer einfügen`}
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textDisabled={!identityDocument.documentNumber}
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pdfChecked={attachIdentityPdf}
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onTogglePdf={() => setAttachIdentityPdf((v) => !v)}
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pdfLabel={`${identityTypeLabel(identityDocument.type)} als PDF anhängen`}
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pdfDisabled={!identityDocument.documentPath}
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/>
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)}
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{/* Falls weder Customer noch Address etc. da sind */}
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{!customer && !deliveryAddress && !bankCard && !identityDocument && (
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<p className="text-sm text-gray-500 text-center py-4">
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Keine weiteren Daten am Kunden hinterlegt.
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</p>
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)}
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</div>
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)}
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<div className="flex justify-between items-center pt-4 border-t border-gray-200">
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<span className="text-xs text-gray-500">
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Text wird ans Ende der Nachricht angehängt.
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</span>
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<div className="flex gap-3">
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<Button variant="secondary" onClick={handleClose} disabled={busy}>
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Abbrechen
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</Button>
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<Button
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onClick={handleConfirm}
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disabled={busy || isLoading || nothingSelected}
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>
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{busy ? (
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<>
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<Loader2 className="w-4 h-4 mr-2 animate-spin" />
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Einfügen…
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</>
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) : (
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'Einfügen'
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)}
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</Button>
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</div>
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</div>
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</div>
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</Modal>
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);
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}
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// ==================== UI-Helper ====================
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interface SectionRowProps {
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title: string;
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checked: boolean;
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onToggle: () => void;
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preview: string;
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extra?: React.ReactNode;
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}
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interface DualChoiceRowProps {
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title: string;
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preview: string;
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textChecked: boolean;
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onToggleText: () => void;
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textLabel: string;
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textDisabled?: boolean;
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pdfChecked: boolean;
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onTogglePdf: () => void;
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pdfLabel: string;
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pdfDisabled?: boolean;
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}
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/**
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* Sections, die unabhängig Text und PDF anbieten (Bank, Ausweis).
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* Keine primäre Checkbox – beide Schalter wirken einzeln, deshalb
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* kein "alle-ein/alle-aus" auf Section-Ebene nötig.
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*/
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function DualChoiceRow({
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title,
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preview,
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textChecked,
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onToggleText,
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textLabel,
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textDisabled,
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pdfChecked,
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onTogglePdf,
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pdfLabel,
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pdfDisabled,
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}: DualChoiceRowProps) {
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return (
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<div className="border border-gray-200 rounded-lg p-3">
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<div className="text-sm font-medium text-gray-700">{title}</div>
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<div className="text-xs text-gray-500 mt-1">{preview}</div>
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<div className="mt-2 space-y-1">
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<label className={`flex items-center gap-2 text-xs cursor-pointer ${textDisabled ? 'text-gray-400 cursor-not-allowed' : 'text-gray-700'}`}>
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<input
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type="checkbox"
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checked={textChecked}
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onChange={onToggleText}
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disabled={textDisabled}
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className="rounded"
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/>
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<span>{textLabel}</span>
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</label>
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<label className={`flex items-center gap-2 text-xs cursor-pointer ${pdfDisabled ? 'text-gray-400 cursor-not-allowed' : 'text-gray-700'}`}>
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<input
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type="checkbox"
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checked={pdfChecked}
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onChange={onTogglePdf}
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disabled={pdfDisabled}
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className="rounded"
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/>
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<span>
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{pdfLabel}
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{pdfDisabled && <span className="ml-1">(keine PDF hinterlegt)</span>}
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</span>
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</label>
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</div>
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</div>
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);
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}
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function SectionRow({ title, checked, onToggle, preview, extra }: SectionRowProps) {
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return (
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<div className="border border-gray-200 rounded-lg p-3">
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<label className="flex items-start gap-2 cursor-pointer">
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<input
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type="checkbox"
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checked={checked}
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onChange={onToggle}
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className="mt-1 rounded"
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/>
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<div className="flex-1 min-w-0">
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<div className="text-sm font-medium text-gray-700">{title}</div>
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<pre className="text-xs text-gray-500 mt-1 whitespace-pre-wrap font-sans">
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{preview}
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</pre>
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</div>
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</label>
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{extra}
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</div>
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);
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}
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// ==================== Text-Block-Formatierung ====================
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function fullName(
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customer: { salutation?: string; firstName: string; lastName: string; companyName?: string },
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contractType: string,
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): string {
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if (contractType === 'BUSINESS' && customer.companyName) {
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return customer.companyName;
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}
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const parts: string[] = [];
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if (customer.salutation) parts.push(customer.salutation);
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parts.push(customer.firstName);
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parts.push(customer.lastName);
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return parts.filter(Boolean).join(' ');
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}
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// User-Wunsch 2026-06-21: das Modal ist für Mails AN den Anbieter gedacht.
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// Die interne CRM-Kundennummer / -Vertragsnummer interessiert dort
|
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// niemanden – relevant ist nur, was der Anbieter selbst vergeben hat
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// (`customerNumberAtProvider`, `contractNumberAtProvider`). Wir blenden
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// die internen Nummern komplett aus.
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function formatCustomerBlock(
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customer: NonNullable<Contract['customer']>,
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contract: Contract,
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email: string,
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): string {
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const lines: string[] = ['Kundendaten:'];
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lines.push(fullName(customer, contract.type));
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if (contract.customerNumberAtProvider) {
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lines.push(`Kundennummer beim Anbieter: ${contract.customerNumberAtProvider}`);
|
||
}
|
||
if (customer.birthDate) lines.push(`Geburtsdatum: ${formatDate(customer.birthDate)}`);
|
||
if (email) lines.push(`E-Mail: ${email}`);
|
||
if (customer.phone) lines.push(`Telefon: ${customer.phone}`);
|
||
if (customer.mobile) lines.push(`Mobil: ${customer.mobile}`);
|
||
return lines.join('\n');
|
||
}
|
||
|
||
function previewCustomer(customer: NonNullable<Contract['customer']>, contract: Contract): string {
|
||
return [
|
||
fullName(customer, contract.type),
|
||
contract.customerNumberAtProvider
|
||
? `Anbieter-Kdnr.: ${contract.customerNumberAtProvider}`
|
||
: '',
|
||
]
|
||
.filter(Boolean)
|
||
.join(' · ');
|
||
}
|
||
|
||
function formatAddressBlock(label: string, addr: Address): string {
|
||
const lines: string[] = [`${label}:`];
|
||
lines.push(`${addr.street} ${addr.houseNumber}`);
|
||
lines.push(`${addr.postalCode} ${addr.city}`);
|
||
if (addr.country && addr.country.toLowerCase() !== 'deutschland' && addr.country !== 'DE') {
|
||
lines.push(addr.country);
|
||
}
|
||
return lines.join('\n');
|
||
}
|
||
|
||
function previewAddress(addr: Address): string {
|
||
return `${addr.street} ${addr.houseNumber}, ${addr.postalCode} ${addr.city}`;
|
||
}
|
||
|
||
// Interne `contractNumber` raus (User-Wunsch 2026-06-21): für eine Mail
|
||
// an den Provider zählt nur die Vertragsnummer, die der Provider selbst
|
||
// vergeben hat. Vertriebsplattform-Nummern bleiben drin – die nutzt der
|
||
// CRM-Mitarbeiter teilweise auch für die Plattform-Korrespondenz.
|
||
function formatContractBlock(c: Contract): string {
|
||
const lines: string[] = ['Vertragsdaten:'];
|
||
if (c.provider?.name) lines.push(`Anbieter: ${c.provider.name}`);
|
||
if (c.tariff?.name) lines.push(`Tarif: ${c.tariff.name}`);
|
||
if (c.customerNumberAtProvider) lines.push(`Kundennummer beim Anbieter: ${c.customerNumberAtProvider}`);
|
||
if (c.contractNumberAtProvider) lines.push(`Vertragsnummer beim Anbieter: ${c.contractNumberAtProvider}`);
|
||
if (c.orderNumberAtSalesPlatform) lines.push(`Auftragsnummer Vertriebsplattform: ${c.orderNumberAtSalesPlatform}`);
|
||
if (c.customerNumberAtSalesPlatform) lines.push(`Kundennummer Vertriebsplattform: ${c.customerNumberAtSalesPlatform}`);
|
||
if (c.contractNumberAtSalesPlatform) lines.push(`Vertragsnummer Vertriebsplattform: ${c.contractNumberAtSalesPlatform}`);
|
||
if (c.startDate) lines.push(`Vertragsbeginn: ${formatDate(c.startDate)}`);
|
||
if (c.endDate) lines.push(`Vertragsende: ${formatDate(c.endDate)}`);
|
||
return lines.join('\n');
|
||
}
|
||
|
||
function previewContract(c: Contract): string {
|
||
const parts: string[] = [];
|
||
if (c.contractNumberAtProvider) {
|
||
parts.push(`Anbieter-Vtr.: ${c.contractNumberAtProvider}`);
|
||
} else if (c.provider?.name) {
|
||
parts.push('(keine Anbieter-Vertragsnummer hinterlegt)');
|
||
}
|
||
if (c.provider?.name) parts.push(c.provider.name);
|
||
if (c.tariff?.name) parts.push(c.tariff.name);
|
||
return parts.join(' · ');
|
||
}
|
||
|
||
// User-Wunsch 2026-06-21: nur die letzten 4 IBAN-Stellen einfügen, nicht
|
||
// die komplette IBAN/BIC/Bank-Liste. Vollständige Kontonummern per Mail
|
||
// versenden ist sowieso heikel – der Empfänger kann sich mit den letzten
|
||
// 4 Stellen für Identifikationszwecke ausweisen, ohne dass die ganze
|
||
// IBAN im Mail-Verlauf hängenbleibt.
|
||
function lastFourIban(iban: string | undefined | null): string {
|
||
if (!iban) return '';
|
||
return iban.replace(/\s+/g, '').slice(-4);
|
||
}
|
||
|
||
function formatBankBlock(b: BankCard): string {
|
||
const last4 = lastFourIban(b.iban);
|
||
if (!last4) return '';
|
||
return `Bankverbindung:\nIBAN endet auf: ${last4}`;
|
||
}
|
||
|
||
function previewBank(b: BankCard): string {
|
||
const last4 = lastFourIban(b.iban);
|
||
return last4 ? `IBAN …${last4}` : 'IBAN nicht hinterlegt';
|
||
}
|
||
|
||
function identityTypeLabel(type: IdentityDocument['type']): string {
|
||
switch (type) {
|
||
case 'PASSPORT': return 'Reisepass';
|
||
case 'DRIVERS_LICENSE': return 'Führerschein';
|
||
case 'OTHER': return 'Ausweisdokument';
|
||
case 'ID_CARD':
|
||
default: return 'Personalausweis';
|
||
}
|
||
}
|
||
|
||
// User-Wunsch 2026-06-21: nur die Ausweisnummer einfügen, keine
|
||
// Behörde / Daten – wenn der Empfänger mehr Details braucht, soll er
|
||
// die beigefügte PDF benutzen.
|
||
function formatIdentityBlock(d: IdentityDocument): string {
|
||
if (!d.documentNumber) return '';
|
||
return `${identityTypeLabel(d.type)}-Nummer: ${d.documentNumber}`;
|
||
}
|
||
|
||
function previewIdentity(d: IdentityDocument): string {
|
||
return d.documentNumber ? `Nr. ${d.documentNumber}` : 'Keine Nummer hinterlegt';
|
||
}
|